+37,071.1%
ADI vs BBWI
+1,034.6%
+36,036.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +0.8% |
| 7D | +0.4% | +1.5% | -1.1% | 0.0% |
| 30D | -3.8% | -5.2% | +1.4% | -2.9% |
| 3M | -15.3% | +11.1% | -26.4% | -18.8% |
| 6M | +6.7% | -13.4% | +20.1% | +8.0% |
| YTD | +34.8% | +0.1% | +34.7% | +30.4% |
| 1Y | +49.0% | -36.1% | +85.2% | +60.5% |
| 3Y | +108.1% | -44.1% | +152.2% | +123.2% |
| 5Y | +142.4% | -66.2% | +208.7% | +184.7% |
| 10Y | +589.9% | -54.8% | +644.7% | +512.5% |
| All | +37,071.1% | +1,034.6% | +36,036.5% | +9,584.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling